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Install the CRM Sample Dashboards from AppExchange

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Install the CRM Sample Dashboards from AppExchange

Use these dashboards from the AppExchange as a starting point for building dashboards that meet your business needs.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Essentials, Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To install packages: Download AppExchange Packages

The CRM sample dashboards package from AppExchange offers best-practice dashboards with underlying reports that are based on your organization’s standard objects and fields. You can use these sales, marketing, service, and support dashboards to track business processes and key performance metrics for yourself, your team, and your company. Dashboards in this package include:

  • Sales & Marketing Dashboards
    • Marketing Executive Dashboard
    • Sales Executive Dashboard
    • Sales Manager Dashboard
    • Salesperson Dashboard
  • Customer Service Dashboards
    • Agent Supervisor Overview Dashboard
    • Service Executive Overview Dashboard
    • Service KPIs Dashboard
  1. In AppExchange, search for “Salesforce CRM Dashboards” and click Get It Now.
  2. To install the sample dashboards, install the package.
 
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